Transfer Unapplied Payments

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The Invoice Settlement feature is in Limited Availability. This feature includes Unapplied Payments, Credit and Debit Memo, and Invoice Item Settlement. If you wish to have access to the feature, submit a request at Zuora Global Support.

You can transfer the unapplied payments in the following scenarios. If an unapplied payment is created without specifying a customer account, it is an unassigned payment.

When you know what account the payment belongs to, you can transfer the unassigned payment to the customer account.

If the unapplied payment is assigned to an incorrect account, you can transfer the payment to the correct customer account.

If you do not know what account the payment belongs to, you can transfer the payment to an unassigned payment.

You can transfer the payments only if you have the user permission. See Payments Roles for more information.

Only full unapplied payments can be transferred to a customer account.